Projects & Tasks
XBuddy pairs a full project-management suite with a lightweight task tracker. Projects handles planning, budgets, risks, Gantt scheduling, and resource capacity across a portfolio; Tasks gives every team member a personal board, calendar, and my-tasks view for daily execution. Together they connect strategic delivery to individual work, with project time and billing flowing back to Finance.
Two surfaces, one system. Project Tasks (inside a project plan) and standalone Tasks share the same task engine — a task can belong to a project or stand alone, and both appear on the same board and calendar.
Key Features
- Project planning with Gantt scheduling, milestones, and dependencies
- Project Budget tracking against actuals with cost roll-up
- Project Risks register with likelihood/impact scoring
- Portfolio view across all active projects with health signals
- Resource capacity and workload balancing across the team
- Task Board (Kanban), My Tasks, All Tasks, and Calendar views
- Reports and AI Hub on both the Projects and Tasks sides
Important features
Full feature reference
Projects
| Nav item | Path | What it does |
|---|---|---|
| Overview | /projects | KPI dashboard — active projects, budget, and at-risk items |
| Portfolio | /projects/portfolio | All projects with health signals |
| Projects | /projects/projects | Create and manage individual projects |
| Project Budget | /projects/budget | Budget allocation and actuals roll-up |
| Project Risks | /projects/risks | Risk register with likelihood/impact |
| Gantt | /projects/projects/gantt | Timeline scheduling and dependencies |
| Project Tasks | /projects/tasks | Tasks scoped to a project plan |
| Resources | /projects/resources | Assign people and roles to projects |
| Workload | /projects/workload | Per-person assigned effort |
| Resource Capacity | /projects/resources/capacity | Available hours vs. demand |
| Reports | /projects/reports | Schedule, budget, and utilisation analytics |
| AI Hub | /projects/automation/agents | Project AI agents and suggestions |
| Workflows | /projects/automation/workflows | Automation rules for project events |
| Settings | /projects/settings | Project module configuration |
Tasks
| Nav item | Path | What it does |
|---|---|---|
| Overview | /tasks/overview | Task KPI dashboard |
| My Tasks | /tasks | Tasks assigned to the current user |
| All Tasks | /tasks/all | Full task list with filters |
| Board | /tasks/board | Kanban board by status |
| Calendar | /tasks/calendar | Tasks by due date |
| Reports | /tasks/reports | Throughput and cycle-time analytics |
| AI Hub | /tasks/automation/agents | Task AI agents and suggestions |
| Workflows | /tasks/automation/workflows | Automation rules for task events |
| Settings | /tasks/settings | Task module configuration |
Integration points
| Integrates with | Direction | What flows |
|---|---|---|
| Finance | Outbound | Project time and costs flow to project billing and invoices |
| Time Tracking | Inbound | Logged hours attach to project tasks for budget actuals |
| Procurement | Bidirectional | Project procurement raises requisitions charged to the project |
| HR | Inbound | Team members and availability feed resource capacity |
Related AI agents
| Agent | What it does |
|---|---|
| Project PM | Monitors schedule slippage and budget burn, flags at-risk projects, and proposes task and resourcing actions |
In this guide
Planning a project with Gantt, budget, and risksPortfolio and resource capacityThe task board and my tasksReporting on deliveryProject templates and statusesProject roles and membersTime logs and expensesProject budget and cost controlProject finance and invoicingTask review and dependenciesDaily log and notesWorkflows & examplesLimits, troubleshooting & FAQ